Benefits and Forms ›› Benefit Estimates

Benefit Estimates

There are several ways in which you can obtain a pension benefit estimate:

  • you can contact a pension specialist, 
  •  you can create an estimate using your own assumptions (a kind of “what if” calculation), or
  • if you are registered with an ERS member account, you can create an estimate using the data ERS has on file for you.

Contact ERS for a Benefit Estimate

To obtain a pension estimate, follow these steps:

First, telephone a pension specialist at 414-286-3557 (or toll free at 1-800-815-8418) with a tentative retirement date on which to base the estimate.

You will also be asked for your:

  • Name  
  • Social Security Number  
  • MERITS person id, or your old pension number  
  • Date of birth  
  • Home and work phone numbers and addresses  
  • Department  
  • Job title  
  • Union affiliation  
  • Beneficiary’s name and date of birth  

Under normal conditions, you will receive your pension estimate in a few weeks.

Create an Estimate Using Your Own Assumptions

Click on Pension Benefit Estimator to calculate your benefits using your own assumptions.

Create an Estimate Using Your Own Data

Click on Pension Benefit Calculator to calculate your benefits using the data that ERS has on file for you. You will be asked to answer a few questions.

Note that you must have a registered ERS member account in order to have this calculation performed for you.